Game Plan Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76K | Sell |
20
-20
| -50% | -$7.76K | ﹤0.01% | 229 |
|
|
2025
Q1 | $13.2K | Hold |
40
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $14.5K | Hold |
40
| – | – | 0.01% | 203 |
|
|
2024
Q3 | $15.6K | Hold |
40
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $13.3K | Hold |
40
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $14.7K | Hold |
40
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $11.8K | Buy |
+40
| New | +$11.8K | 0.01% | 238 |
|
|
2022
Q3 | – | Sell |
-2,045
| Closed | -$364K | – | 96 |
|
|
2022
Q2 | $364K | Sell |
2,045
-50
| -2% | -$8.9K | 0.29% | 61 |
|
|
2022
Q1 | $467K | Hold |
2,095
| – | – | 0.28% | 58 |
|
|
2021
Q4 | $433K | Buy |
2,095
+110
| +6% | +$22.7K | 0.23% | 70 |
|
|
2021
Q3 | $381K | Buy |
1,985
+500
| +34% | +$96K | 0.23% | 74 |
|
|
2021
Q2 | $323K | Sell |
1,485
-5
| -0.3% | -$1.09K | 0.19% | 75 |
|
|
2021
Q1 | $347K | Hold |
1,490
| – | – | 0.22% | 75 |
|
|
2020
Q4 | $271K | Buy |
+1,490
| New | +$271K | 0.19% | 74 |
|
|
2020
Q3 | – | Sell |
-1,740
| Closed | -$220K | – | 55 |
|
|
2020
Q2 | $220K | Hold |
1,740
| – | – | 0.32% | 45 |
|
|
2020
Q1 | $202K | Sell |
1,740
-400
| -19% | -$46.4K | 0.24% | 70 |
|
|
2019
Q4 | $316K | Buy |
+2,140
| New | +$316K | 0.3% | 66 |
|